Purchases and Sales Made in Q1 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
812New |
$59.3K - $62.7K
|
812
$64.6K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
751+ 11.53% |
$54.9K - $58K
|
7.26K
$578K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
744New |
$54.3K - $57.4K
|
744
$59.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
737New |
$53.8K - $56.9K
|
737
$58.6K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
700New |
$51.1K - $54K
|
700
$55.7K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
669+ 3.27% |
$48.9K - $51.6K
|
21.2K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
655+ 3.52% |
$47.8K - $50.6K
|
19.3K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
639+ 2.61% |
$46.7K - $49.3K
|
25.2K
$2M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
579+ 15.56% |
$42.3K - $44.7K
|
4.3K
$342K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
545+ 3.15% |
$39.8K - $42.1K
|
17.8K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
544+ 10.2% |
$39.7K - $42K
|
5.88K
$467K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
532New |
$38.9K - $41.1K
|
532
$42.3K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
524+ 0.47% |
$38.3K - $40.5K
|
111K
$8.86M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
490+ 10.28% |
$35.8K - $37.8K
|
5.26K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
486+ 15.24% |
$35.5K - $37.5K
|
3.68K
$292K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
485+ 1.55% |
$35.4K - $37.4K
|
31.9K
$2.53M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
483+ 1.24% |
$35.3K - $37.3K
|
39.5K
$3.15M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
473+ 8.99% |
$34.5K - $36.5K
|
5.74K
$456K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
460New |
$33.6K - $35.5K
|
460
$36.6K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
455+ 0.78% |
$33.2K - $35.1K
|
59K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
452+ 12.37% |
$33K - $34.9K
|
4.11K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
451+ 6.04% |
$32.9K - $34.8K
|
7.92K
$630K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
444+ 5.63% |
$32.4K - $34.3K
|
8.33K
$662K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
434+ 1.06% |
$31.7K - $33.5K
|
41.5K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
427New |
$31.2K - $33K
|
427
$34K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
414+ 11.17% |
$30.2K - $32K
|
4.12K
$328K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
401+ 9.36% |
$29.3K - $31K
|
4.69K
$373K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
398+ 1243.75% |
$29.1K - $30.7K
|
430
$34.2K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
388+ 8.42% |
$28.3K - $30K
|
5K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
381+ 2.04% |
$27.8K - $29.4K
|
19.1K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
376+ 7.85% |
$27.5K - $29K
|
5.17K
$411K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
345+ 1.62% |
$25.2K - $26.6K
|
21.6K
$1.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
329New |
$24K - $25.4K
|
329
$26.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
320+ 9.03% |
$23.4K - $24.7K
|
3.86K
$307K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
304+ 0.31% |
$22.2K - $23.5K
|
98.1K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
300+ 0.62% |
$21.9K - $23.2K
|
48.7K
$3.88M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
300+ 1.59% |
$21.9K - $23.2K
|
19.2K
$1.53M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
298+ 3.66% |
$21.8K - $23K
|
8.44K
$671K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
283+ 101.07% |
$20.7K - $21.8K
|
563
$44.8K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
280New |
$20.5K - $21.6K
|
280
$22.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
275+ 5.7% |
$20.1K - $21.2K
|
5.1K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
271+ 24.82% |
$19.8K - $20.9K
|
1.36K
$108K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
270+ 90.3% |
$19.7K - $20.8K
|
569
$45.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
267+ 8.41% |
$19.5K - $20.6K
|
3.44K
$274K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
267+ 5.95% |
$19.5K - $20.6K
|
4.75K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
263+ 3.59% |
$19.2K - $20.3K
|
7.58K
$603K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
236+ 2.02% |
$17.2K - $18.2K
|
11.9K
$949K
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
233+ 0.91% |
$17K - $18K
|
25.7K
$2.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
232New |
$16.9K - $17.9K
|
232
$18.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
230+ 7.74% |
$16.8K - $17.8K
|
3.2K
$255K
|